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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
JK

Jackson K Evans

Georgia·CRD #7119451
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JL

Jackson Louis Puls

Nebraska·CRD #7440780
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JL

Jackson Lyle Arland

Minnesota·CRD #7317421
Dual-registered

Dual-registered at FOCUS FINANCIAL

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Hourly / Flat Fee / Other
View profile
JM

Jackson M Bush

Indiana·CRD #7325065
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JM

Jackson M Catanzaro

Pennsylvania·CRD #7899970
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JM

Jackson McCausland

Colorado·CRD #7424812
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
JM

Jackson McDonald

Texas·CRD #7591619
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
JM

Jackson Mellina

Texas·CRD #7494623
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
JM

Jackson Miles Dorris

South Carolina·CRD #7901141
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
JN

Jackson Nathaniel Favors

Georgia·CRD #8015420
IA Rep

Investment Adviser Rep at GIBBS WEALTH MANAGEMENT, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM
Minimum
$25k
View profile
JP

Jackson Paul Mazzei

Oklahoma·CRD #7780809
IA Rep

Investment Adviser Rep at TRINITY STRATEGIC WEALTH

States
1
Exams
1
Since
2026
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
JP

Jackson Paul Stewart

Texas·CRD #7750305
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
JP

Jackson P Crowe

Pennsylvania·CRD #7715591
IA Rep

Investment Adviser Rep at MYCIO WEALTH PARTNERS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$1.0M
View profile
JP

Jackson P Dennies

Illinois·CRD #8130473
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
JP

Jackson Peters

Florida·CRD #8159585
IA Rep

Investment Adviser Rep at JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
View profile
JP

Jackson Phillip Casper

Utah·CRD #7552664
IA Rep

Investment Adviser Rep at SEPIO CAPITAL, LP

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Flat Fee / Performance-based / Other
View profile
JR

Jackson R Bussell

California·CRD #7805777
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
JR

Jackson Reese Moran

Tennessee·CRD #5014299
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
2
Exams
3
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jackson Riley English

Virginia·CRD #7841687
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jackson Robert Baines

California·CRD #7293641
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
4
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jackson Robert Rotondo

Massachusetts·CRD #7088442
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
2
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
JR

Jackson Rolston Smith

Texas·CRD #7991703
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
1
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jackson R Plessl

Minnesota·CRD #7639658
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
JR

Jackson Ryan Cousins

Maine·CRD #6225256
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
13 yrs
States
3
Exams
5
Since
2013
Est. fee
AUM / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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